Take a Look at Your Epic Reports Are you receiving Epic Reports? Not sure what they mean? Join this session and learn more about report data and making sure you have all necessary reports scheduled. This is a reoccurring weekly training, please check for other dates if you are unavailable at this time!
Learn About Your Epic Renewals How are you managing your Epic renewals? You should be receiving the Policy Exception Report that will show you policies that increased in premium, 10% for personal lines and 5% for commercial lines. Join this session to learn more about utilizing Epic Opportunities during the renewal process.
Get Some Tips on How to Best Utilize EZLynx In this session, we will go over the carrier log ins & carrier defaults that you have already added into EZLynx, along with reviewing a quote that was already entered prior to our training. Please complete the EZLynx tutorial provided in your EZLynx credential email from … Read more
In this session, Laura will discuss how to service your accounts and policies in Epic. Learn about: Endorsements Cancellations Activities Attachments
Go Over Your Epic Questions with an Expert In this session, bring your Epic questions so we can review. If it’s just one question or five questions, we will tackle them all. No need to stay on the entire time, when your questions are complete, jump off.
This training will show you how to: Review Sales Team Goals/Members Review Sales Report Review Opportunity report Review Hit Ratio Review Dashboards
Learn all the definitions you never knew, principles around salesmanship, best practices, and how to give your best elevator pitch to close the sale! This course will also show you how to efficiently utilize your agency management system to track sales growth and goals, and you will get tips on how to handle entering difficult … Read more
Join Laura’s monthly session to learn a wide variety of topics from Epic, preferred vendors, carrier updates and much more!
Join Laura’s monthly session to learn a wide variety of topics from Epic, preferred vendors, carrier updates and much more!
Join Laura’s monthly session to learn a wide variety of topics from Epic, preferred vendors, carrier updates and much more!